Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Charitable Giving
  • Tax Planning Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.A., 1992 Business and Economics, University of Minnesota, Morris, MN

Interests

  • Fishing
  • Hunting
  • Golfing
  • Men's basketball league
  • Family time at the lake
  • Community participation

Community participation

Council Member at Peace Lutheran Church, Member of the Hutchinson Chamber of Commerce, Member of the Hutchinson Downtown Association, Hutchinson Community Foundation

Awards & recognition

  • FIVE STAR Wealth Manager, 2014-2019